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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,089 | $176,077+22.2% | $159,455+34.9% | $167,518+28.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 17.88% | 331.83%-314.0pp | 263.63%-245.7pp | 478.71%-460.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $12,769 | $7,751+64.7% | $7,353+73.7% | $6,342+101.3% |
| Admin fee / account holder | $2,201 | $12,556-82.5% | $10,800-79.6% | $12,312-82.1% |